Pioneering the Virtual Assistant Industry serving Financial Advisors Nationwide, since 1992.
As September comes to an end, we are busy wrapping up the loose ends from the recent TD – Schwab transition. Overall, we felt the transition went very smoothly. Most of the issues we saw were fairly isolated or things we anticipated. Service team hold times are returning to normal as the new service team members that transitioned from TD seem to be gaining confidence and familiarity with the processes.
If you’re going to work with a team, virtual or in-house, and you want to stay on top of tasks and know that things are getting done, you need a good CRM. It is what we at Total Office, Inc. (TOI) call “The HUB” for all things task, workflow, note and information related. It’s also the most requested “recommendation” question that we get asked by advisors. While there are plenty of CRMs to choose from, in our opinion, there are really only three CRMs for Advisors that we’d recommend considering.
What are three tasks you could assign to an assistant this week if you had one? And, what would YOU do with the extra time you’d gain? If just thinking of having extra time in your schedule brings you a sense of relief, that might be your first sign! Over the years, we have spoken…
Imagine getting a call that one of your client’s has passed away and during the process of going through their accounts to distribute monies, transfer accounts and setup beneficiary IRA’s, it’s discovered that the beneficiary listed on the account passed some time ago. Or that the beneficiary field was left blank or worse, the beneficiary…
Do you dream of taking off to Europe for the summer or planning a month long missions trip to India or a faraway place but are worried about leaving the office for that long? It’s no secret that hiring a virtual assistant can free up your time from having to hire, train and maintain an…